TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$764M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.09M
3
+$5.58M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.5M

Top Sells

1
+$8.45M
2
+$3.3M
3
+$1.97M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.25M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.08M

Sector Composition

1 Consumer Discretionary 2.62%
2 Technology 0.63%
3 Consumer Staples 0.37%
4 Energy 0.23%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$150K 0.02%
1,793
+47
102
$142K 0.02%
1,862
103
$142K 0.02%
+3,828
104
$141K 0.02%
1,895
+3
105
$140K 0.02%
880
106
$138K 0.02%
4,256
-6,256
107
$138K 0.02%
1,596
+11
108
$136K 0.02%
4,114
-1,200
109
$135K 0.02%
9,240
110
$132K 0.02%
2,100
111
$131K 0.02%
491
+1
112
$127K 0.02%
239
113
$127K 0.02%
1,360
+1
114
$125K 0.02%
2,531
+151
115
$124K 0.02%
+2,664
116
$120K 0.02%
2,105
+47
117
$115K 0.02%
1,658
+10
118
$111K 0.01%
2,223
+262
119
$109K 0.01%
1,500
120
$108K 0.01%
728
+1
121
$105K 0.01%
2,303
122
$104K 0.01%
+2,000
123
$100K 0.01%
5,454
+32
124
$98.7K 0.01%
3,000
+500
125
$96.6K 0.01%
1,849
3 4
5
6 7